Senior Plan Documents Specialist

Job Summary

A company is looking for a Senior Plan Documents Specialist to facilitate client onboarding and document management for employer-sponsored welfare benefit plans.

Key Responsibilities

• Verify eligibility status and requirements for plan documentation
• Draft, finalize, and maintain complex benefit plan documents with minimal assistance
• Manage client communications and assist junior team members with drafting requests

Required Qualifications

• Bachelor's degree or equivalent job experience required
• 3-5 years of employee benefits paralegal or similar job experience
• 3-5 years of experience in Health and Welfare benefit consulting in ERISA & Non-ERISA plans
• Experience in client management for self-funding document creation and management
• Exposure to plan/policy documents, including amendments/SMMs, in prior work environments